Paul D. Bishop

EXCEPTIONAL WEALTH & FAMILY OFFICE

COLORADO SPRINGS, CO 80903

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CRD#: 4994860

Professional summary

Paul D Bishop, CFP®, who also goes by Paul Douglas Bishop, is a registered financial advisor currently at EXCEPTIONAL WEALTH & FAMILY OFFICE located in Colorado Springs, Colorado.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Paul has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Paul Douglas Bishop

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul D Bishop's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 30, 2026 - Present

EXCEPTIONAL WEALTH & FAMILY OFFICE

Office #1: 422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903

RIA

CRD#: 340444

COLORADO SPRINGS, CO

Past

February 5, 2024 - July 14, 2026

CWM, LLC

RIA

CRD#: 155344

Colorado Springs, CO

Past

August 15, 2023 - January 17, 2024

ACCELERATED WEALTH ADVISORS LLC

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

September 27, 2005 - December 21, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/12/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2005

General Securities Representative Examination

Current Firm

EXCEPTIONAL WEALTH & FAMILY OFFICE

EC VENTURES V LLC | EXCEPTIONAL WEALTH & FAMILY OFFICE

CRD#: 340444 / SEC#: 801-135545

RIA

Registered Investment Advisory firm - (3/12/2026 120-Day Approval)

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Contact information

Main Address

422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 715-4179

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A JANUARY 2026 (2/11/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul D. Bishop

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul D Bishop's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

ACCELERATED WEALTH ADVISORS LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2005

Current Firm

EXCEPTIONAL WEALTH & FAMILY OFFICE

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

EXCEPTIONAL WEALTH & FAMILY OFFICE

TRUST BUT VERIFY

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